Joan A. Walsh-Smith, CPA

215-354-0500 - Ext.13

Joan Walsh-Smith attended Archbishop Wood High School and the Pennsylvania State University where she received a Bachelor of Science degree in Accounting in 1981. Her Certified Public Accountant (CPA) designation was conferred by the Commonwealth of PA, Dept. of State, State Board of Accountancy on July 1, 1983.

Ms. Walsh-Smith's former experience includes senior positions with an internationally prominent CPA firm where she was responsible for audit engagements for her company's clients. Her clients included small to medium size businesses.

In addition, Ms. Walsh-Smith has held key financial management positions for a national telecommunications company. Her responsibilities included maintaining general ledger, payroll and accounts payable systems for small to mid-sized companies.

At ITFP, Joan is responsible for business client's accounting, tax & operational needs, as well as, the preparation of income tax, estate and fiduciary returns.

Joan has worked for ITFP since 1997.

Advisors may only conduct business with residents of these states and offer services for which they are properly licensed.You should consult a tax professional when applying any of these tax planning suggestions.